Professional

Our Mission:

To secure an interactive life long relationship with each of our clients by providing a unique, individualized planning experience designed to discover strategies required for realization of their financial goals and dreams.


As a Financial Advisor since 1993, and Wealth Management Advisor since 2011,  my clients have chosen to work with me because I respect them and am committed to do what is best for them.  What this means is that I help my clients to connect with what they deeply care about and introduce them to a process that motivates them to make financial planning decisions. The benefit is that Jim's clients can have the confidence and security that comes with taking steps to accomplish their personal financial goals.

Associations / Memberships:

  • Jim is a "Life Insurance Specialist" for the Zach Group (018)
  • Million Dollar Round Table (MDRT) member:
    •   Life Member 2013
    •   Qualifying/Life Member 2008 - 2012, 2014
    •   Qualifying Member 1999 - 2007

Professional Designations:

  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Advisor for Senior Living (CASL®)
  • Reitrement Income Certified Professional (RICP)

Awards:

  • National Register's Who's Who in Executives and Professionals: 2005-2006
  • National Sales Achievement Award Recipient: 1995-2010
  • National Quality Award Recipient: 1996, 2000-2010
  • NAIFA Quality Award Recipient: 2011-2013

 

James E Houghton, CLU®, ChFC®, CASL®, RICP®
Wealth Management Advisor


Houghton Financial Services

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck